Section 1: Position Summary

This position will provide support for our Head of Small Business Retirement through efficiently managing the Executives’ time, providing information necessary for decision making, and monitoring and resolving issues and problems. Using keen verbal and written communication skills, the Executive Assistant interacts with diverse office staff and clients. This position works on multiple projects and successfully manages changing priorities.

Section 2: Job Functions, Essential Duties and Responsibilities

• Provides high level administrative support to assigned Executive and manages complex calendars.

• Assess the urgency and importance of situations and takes the appropriate action to determine the necessary level of senior management involvement.

• Plans, organizes and prepares for complex meetings including communicating meeting details to members, arranging meeting venue and equipment, working with others to prepare agenda, ensuring relevant materials are ready for meetings, providing day-of-event support, etc.

• Supports SBR team with a variety of needs: meeting coordination, reporting, presentations, and other duties as requested.

• Creates and revises complex PowerPoint presentations; incorporates content from multiple contributors; drafts, reviews, and edits content to deliver a cohesive final document.

• Works diplomatically with contributors to negotiate timely delivery of projects and appropriately escalates issues to ensure deadlines are met.

• Provides travel support for Executive including making travel arrangements, preparing trip itineraries, trip reports, processing travel reimbursements.

• Researches, obtains and analyzes gathered information to resolve problems.

• Tracks progress of issues and projects to final resolution

• Implements, interprets, and applies administrative policies and procedures.

• Collaborates with others across the Company to achieve Company goals.

• Creates and maintains physical and electronic files

• Maintains databases.

• Monitors status of projects and takes steps to ensure timely completion.

• Prepares documents for mailing.

• Regular reliable and punctual attendance

Section 3: Experience, Skills, Knowledge Requirements

Minimum Qualifications:

• Bachelor’s degree or equivalent work experience

• Excellent verbal, written, interpersonal communication skills.

• Computer proficiency and advanced skills in the use of Microsoft Office Suite (MS Word, PowerPoint, and Excel) and other applications such as Adobe Acrobat Professional

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).